Wealth Management Intern: Build Plans & Analyze Portfolios

AON PLC; Melville (NY); On-site; USD 28,000 - 30,000; Part time

Job summary

Wealthspire Advisors LLC is seeking a motivated student pursuing a Bachelor’s degree in Finance to support financial planning and client service. You will assist with plans, portfolio analysis, and research under supervision.

Ideal candidates demonstrate integrity, strong communication, and teamwork, with a passion for wealth management; this role offers hourly pay and potential incentives.

Qualifications

• Pursuing a Bachelor's degree in Finance or CFP-aligned program.
• Demonstrates interest in financial planning and wealth management.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem-solving skills.
• Highly organized and detail-oriented.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively in a team environment.

Responsibilities

• Assist with the development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data to ensure accuracy and completeness.
• Conduct investment and market research to support client needs and firm initiatives.
• Assist with the review and allocation of 529 college savings plans.
• Research client-specific questions and issues and present findings to team members.
• Collaborate with colleagues across the firm to gain exposure to different areas of the business.
• Develop and present clear, concise analysis and recommendations.

Skills

Communication skills

Critical thinking

Organizational skills

Team collaboration

Problem solving

Integrity

Education

Bachelor’s degree in Finance

Job description

Wealthspire Advisors LLC is seeking a motivated student pursuing a Bachelor’s degree in Finance to support financial planning and client service. You will assist with plans, portfolio analysis, and research under supervision.

Ideal candidates demonstrate integrity, strong communication, and teamwork, with a passion for wealth management; this role offers hourly pay and potential incentives.